Ropes Wealth Advisors’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,224
Closed -$242K 267
2022
Q1
$242K Hold
5,224
0.04% 263
2021
Q4
$525K Buy
5,224
+2,301
+79% +$231K 0.09% 162
2021
Q3
$348K Buy
+2,923
New +$348K 0.06% 210